Jimmy Suppelsa is a wealth management financial advisor based in Boston.

With over two decades of experience in financial services, Jimmy helps families and individuals optimize their financial strategies to achieve lasting success. His planning-first approach centers on creating financial balance and independence, with expertise in equity compensation planning, tax minimization strategies, and long-term wealth building.

Jimmy earned the Chartered Financial Analyst (CFA) designation in 1999 and serves as a certified instructor for The Prepare Institute, a nonprofit dedicated to educating those nearing retirement on the critical transition from saving to wealth distribution.

Passionate about advancing financial literacy, Jimmy actively supports Junior Achievement of Greater Boston, empowering underserved youth through financial education. He also champions charitable initiatives for cancer research, hosting an annual Cape Cod golf event benefiting Dana-Farber Cancer Institute.

Outside of work, Jimmy enjoys time with his wife and sons, golfing, and fishing.